Posted: 3 days ago
Posted: 3 days ago
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Job Description
Qualifications:
- Must have CA, CFA, or MBA (Finance).
Experience:
- 10 - 15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.
- Experience in Wealth Advisory Firm is a must. Minimum years of experience can be 8 - 10 years.
Technical Skills:
- Strong understanding of asset allocation, portfolio construction, investment analysis and traditional and alternative investment strategies.
- Experience with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting and customised portfolio design.
- Strong knowledge of leading fund houses, investment managers and wealth-management strategies in India and globally.
Personal Attributes:
- High integrity, discretion and confidentiality, with an entrepreneurial, hands-on and ownership-oriented mindset.
Skills
Wealth ManagementPrivate BankingPortfolio ManagementFinancial AnalysisCACFAChief Of StaffBankingDiscretionCaCfaFinanceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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